This article is an excerpt from Dr. Zhang Xiaofei, Chairman of Gaogong LED, at the 2014 High-Tech LED Annual Conference “On the Great Strategy of the Industryâ€, entitled “Transformation, Upgrading, Future, Thinking on the Turning Point of Industryâ€.
The following is a record of Dr. Zhang Xiaofei's speech:
From the perspective of packaging, nowadays large and medium-sized packaging companies account for 60% of the enterprises with billions of yuan, and the attention of the industry has declined. But what are the difficulties in truly packaging enterprises? I think it is still price competition. Of course, we say that the packaging companies have lived better this year than before. The packaged profits have not fallen so fast, they have declined, but they have remained relatively good.
No matter whether it is a company like Mulinsen or more small enterprises, the pressure on the packaging enterprises is very large now. The expansion is afraid of the market changes, so there is a lot of uncertainty, basically still compare the original state. many.
From the perspective of packaging, it can be found that the performance of listed companies in the same industry is very good, basically maintaining a 40% growth, and the sales scale is still very good.
Others are also lower, probably more than 20%, and the long side is because the strategic adjustment is subject to relatively large adjustments. It itself hopes to use lighting to drive the package, and the failure of lighting also involves packaging.
In 2014, the average price of the package dropped more, and the overall gross profit still declined. However, the people who made the package thought that it was already at the top of the material, because the drop in the material has dropped almost, phosphors, glue, etc. The gross profit margin is already very low, so we think the scale is still very important.
The entire scale of the enterprise, now Mulinsen's scale is relatively large, in terms of quantity is the world's first. The other is the second level. The third level is mainly between 5 and 1 billion, and there are also 400 to 500 million crystal tables.
The current flip is almost zero, SMD is already over 60%, COB is also rising to 20%, or even more than 20%. This ratio is a follow-up change, and next year's change COB integration will rise a little.
The COB package is already very good from the user's approval, so the latter package will be faster.
The market share of flip-flops is still not clear, because it will be bigger in the end.
In terms of packaging, to transform, packaging companies have been worried about packaging becoming a problem, so many packaging companies go downstream, but downstream transformation is more difficult, because it has the same problem as LED lighting, that is, packaging to do lighting, On the one hand, I met my own customers. The second point is that it is the biggest disadvantage in the channel. Therefore, I think it is more difficult to transform the enterprise in the package. However, some small enterprises, we suggest to do some subdivision, the main upgrade is still in the technical aspect. Inflection point, I think it will be more intense after the acquisition is mainly due to mergers and acquisitions.
The most important thing we think is the price. We don’t expect a 30% decline. The average is about 15% to 20%. I think it’s almost the same, but some low-end packages will drop space, but overall it will drop. The space will not be too big.
The following is a record of Dr. Zhang Xiaofei's speech:
From the perspective of packaging, nowadays large and medium-sized packaging companies account for 60% of the enterprises with billions of yuan, and the attention of the industry has declined. But what are the difficulties in truly packaging enterprises? I think it is still price competition. Of course, we say that the packaging companies have lived better this year than before. The packaged profits have not fallen so fast, they have declined, but they have remained relatively good.
No matter whether it is a company like Mulinsen or more small enterprises, the pressure on the packaging enterprises is very large now. The expansion is afraid of the market changes, so there is a lot of uncertainty, basically still compare the original state. many.
From the perspective of packaging, it can be found that the performance of listed companies in the same industry is very good, basically maintaining a 40% growth, and the sales scale is still very good.
Others are also lower, probably more than 20%, and the long side is because the strategic adjustment is subject to relatively large adjustments. It itself hopes to use lighting to drive the package, and the failure of lighting also involves packaging.
In 2014, the average price of the package dropped more, and the overall gross profit still declined. However, the people who made the package thought that it was already at the top of the material, because the drop in the material has dropped almost, phosphors, glue, etc. The gross profit margin is already very low, so we think the scale is still very important.
The entire scale of the enterprise, now Mulinsen's scale is relatively large, in terms of quantity is the world's first. The other is the second level. The third level is mainly between 5 and 1 billion, and there are also 400 to 500 million crystal tables.
The current flip is almost zero, SMD is already over 60%, COB is also rising to 20%, or even more than 20%. This ratio is a follow-up change, and next year's change COB integration will rise a little.
The COB package is already very good from the user's approval, so the latter package will be faster.
The market share of flip-flops is still not clear, because it will be bigger in the end.
In terms of packaging, to transform, packaging companies have been worried about packaging becoming a problem, so many packaging companies go downstream, but downstream transformation is more difficult, because it has the same problem as LED lighting, that is, packaging to do lighting, On the one hand, I met my own customers. The second point is that it is the biggest disadvantage in the channel. Therefore, I think it is more difficult to transform the enterprise in the package. However, some small enterprises, we suggest to do some subdivision, the main upgrade is still in the technical aspect. Inflection point, I think it will be more intense after the acquisition is mainly due to mergers and acquisitions.
The most important thing we think is the price. We don’t expect a 30% decline. The average is about 15% to 20%. I think it’s almost the same, but some low-end packages will drop space, but overall it will drop. The space will not be too big.
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